Steele Capital Management, Inc. SCHX Holdings History
Steele Capital Management, Inc.'s Schwab U.S. Large-Cap ETF Holding Summary
As of 2025-06-30, Steele Capital Management, Inc. held 3.94 Mil shares of Schwab U.S. Large-Cap ETF(SCHX), totaling $96.32 Mil. This investment constitutes 4.62% of their stock portfolio, and Steele Capital Management, Inc. now holds 0.17% of the outstanding Schwab U.S. Large-Cap ETF(SCHX) stock.
The initial trade took place in 2023Q4. And since then Steele Capital Management, Inc. has made 6 purchases of SCHX, at an average price of $32.64, for a total of 3.94 Mil shares. Based on historical transaction data and SCHX's current price of $25.12, Steele Capital Management, Inc.'s estimated gain on his SCHX holdings is $-29.61 Mil, reflecting a -23.04% gain to date.
Steele Capital Management, Inc. SCHX ($25.12) Holding Chart
Steele Capital Management, Inc. SCHX ($25.12) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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